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James Case Wealth Management Ltd

James Case Wealth Management Ltd is an active company incorporated on 6 August 2019 with the registered office located in Liverpool, Merseyside. James Case Wealth Management Ltd was registered 6 years ago.
Status
Active
Active since incorporation
Company No
12141652
Private limited company
Age
6 years
Incorporated 6 August 2019
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 5 August 2025 (3 months ago)
Next confirmation dated 5 August 2026
Due by 19 August 2026 (9 months remaining)
Last change occurred 2 months ago
Accounts
Submitted
For period 1 Sep31 Aug 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 August 2025
Due by 31 May 2026 (6 months remaining)
Address
13 Liverpool Road North
Maghull
Merseyside
L31 2HB
United Kingdom
Address changed on 16 Apr 2025 (6 months ago)
Previous address was Maghull Business Centre 1 Liverpool Road North Maghull Merseyside L31 2HB United Kingdom
Telephone
07954 700612
Email
Unreported
Website
Unreported
People
Officers
1
Shareholders
2
Controllers (PSC)
2
PSC • Director • British • Lives in UK • Born in Jan 1973 • Financial Adviser
Miss Lynne Steele
PSC • British • Lives in UK • Born in Apr 1966
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Financials
Net Assets, Total Assets & Total Liabilities (2020–2024)
Period Ended
31 Aug 2024
For period 31 Aug31 Aug 2024
Traded for 12 months
Cash in Bank
£28.05K
Increased by £1.71K (+6%)
Turnover
Unreported
Same as previous period
Employees
2
Same as previous period
Total Assets
£30.45K
Increased by £1.72K (+6%)
Total Liabilities
-£25.8K
Increased by £8.47K (+49%)
Net Assets
£4.65K
Decreased by £6.75K (-59%)
Debt Ratio (%)
85%
Increased by 24.41% (+40%)
Latest Activity
Confirmation Submitted
2 Months Ago on 15 Aug 2025
Miss Lynne Steele (PSC) Details Changed
6 Months Ago on 16 Apr 2025
Mr Jamie Case (PSC) Details Changed
6 Months Ago on 16 Apr 2025
Mr Jamie Case Details Changed
6 Months Ago on 16 Apr 2025
Registered Address Changed
6 Months Ago on 16 Apr 2025
Full Accounts Submitted
6 Months Ago on 11 Apr 2025
Confirmation Submitted
1 Year 2 Months Ago on 26 Aug 2024
Full Accounts Submitted
1 Year 6 Months Ago on 23 Apr 2024
Confirmation Submitted
2 Years 2 Months Ago on 18 Aug 2023
Full Accounts Submitted
2 Years 7 Months Ago on 4 Apr 2023
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Documents
Confirmation statement made on 5 August 2025 with updates
Submitted on 15 Aug 2025
Registered office address changed from Maghull Business Centre 1 Liverpool Road North Maghull Merseyside L31 2HB United Kingdom to 13 Liverpool Road North Maghull Merseyside L31 2HB on 16 April 2025
Submitted on 16 Apr 2025
Director's details changed for Mr Jamie Case on 16 April 2025
Submitted on 16 Apr 2025
Change of details for Mr Jamie Case as a person with significant control on 16 April 2025
Submitted on 16 Apr 2025
Change of details for Miss Lynne Steele as a person with significant control on 16 April 2025
Submitted on 16 Apr 2025
Total exemption full accounts made up to 31 August 2024
Submitted on 11 Apr 2025
Confirmation statement made on 5 August 2024 with no updates
Submitted on 26 Aug 2024
Total exemption full accounts made up to 31 August 2023
Submitted on 23 Apr 2024
Confirmation statement made on 5 August 2023 with no updates
Submitted on 18 Aug 2023
Total exemption full accounts made up to 31 August 2022
Submitted on 4 Apr 2023
Repayment History
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